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Added 50 mins ago
Commercial Account Manager
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Full-time
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RBC

Associate Portfolio Manager

AB, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Job Description

What is the opportunity?

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trust, and charitable foundations.

What will you do?

Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations
Attend client meetings as required, including prospect and annual review meetings
Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts
Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio
Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
Contribute to meeting team objectives by retaining and growing the team’s high net worth customers
As an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship
You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed

What do you need to succeed?

Must-have

University Degree in a related field ( Economics and/or Business )
CFA Designation ( Chartered Financial Analyst )
Minimum 3 years portfolio management experience
Minimum 5 years investment industry experience
Strong individual contributor and great team player/support

Nice-to-have

CFP Designation ( Certified Financial Planner )
Marketing / Sales Background
Demonstrated presentation skills
Fluency in English and French

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-24

Application Deadline:

2026-10-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

Support Investment Counsellors in developing customized investment strategies and managing portfolios for high-net-worth individuals, trusts, and charitable foundations. Address client inquiries, attend meetings, monitor and rebalance portfolios, implement trades and compliance requirements, and help retain and grow client relationships.

Requirements

Requires a related university degree, a CFA designation, at least three years of portfolio management experience, and at least five years of investment industry experience. Strong individual contribution and teamwork are required; a CFP designation, sales or marketing background, presentation skills, and English-French fluency are preferred.

Skills

Portfolio Management
Investment Management
Investment Consulting
Client Counseling
Portfolio Rebalancing
Investment Policy Statements
Risk Management
Trade Execution
Compliance
Client Communication
Critical Thinking
Decision Making
Presentation Skills
Teamwork
Sales And Marketing

Benefits

Challenging Work
Variety Of Assignments
Financial Strength And A Strong Brand
Prestige
Management Support For Work And Career Progression

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Management
Investment Consulting
High-Net-Worth Clients
Discretionary Investment Management
Customized Investment Strategies
Client Inquiries
Client Meetings
Portfolio Monitoring
Portfolio Rebalancing
Investment Policy Statements
Portfolio Risk Management
Trade Execution
Compliance
Account Documentation
Client Retention
Business Development
CFA
CFP
Economics
Business
Financial Planning
Trusts
Charitable Foundations
Presentation Skills
Sales
Marketing
English
French

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